Wealthspire Advisors (Maryland)’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $454K | Buy |
+24,205
| New | +$454K | 0.02% | 291 |
|
|
2019
Q2 | – | Sell |
-8,400
| Closed | -$153K | – | 1608 |
|
|
2019
Q1 | $153K | Hold |
8,400
| – | – | 0.01% | 507 |
|
|
2018
Q4 | $146K | Hold |
8,400
| – | – | 0.01% | 485 |
|
|
2018
Q3 | $153K | Hold |
8,400
| – | – | 0.01% | 532 |
|
|
2018
Q2 | $155K | Hold |
8,400
| – | – | 0.01% | 540 |
|
|
2018
Q1 | $156K | Hold |
8,400
| – | – | 0.01% | 552 |
|
|
2017
Q4 | $159K | Sell |
8,400
-236
| -3% | -$4.47K | 0.02% | 567 |
|
|
2017
Q3 | $164K | Hold |
8,636
| – | – | 0.02% | 547 |
|
|
2017
Q2 | $165K | Hold |
8,636
| – | – | 0.02% | 521 |
|
|
2017
Q1 | $161K | Buy |
8,636
+236
| +3% | +$4.4K | 0.02% | 463 |
|
|
2016
Q4 | $151K | Hold |
8,400
| – | – | 0.02% | 453 |
|
|
2016
Q3 | $160K | Hold |
8,400
| – | – | 0.02% | 445 |
|
|
2016
Q2 | $161K | Hold |
8,400
| – | – | 0.03% | 424 |
|
|
2016
Q1 | $158K | Buy |
8,400
+5,400
| +180% | +$102K | 0.03% | 414 |
|
|
2015
Q4 | $56K | Buy |
+3,000
| New | +$56K | 0.01% | 684 |
|